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EPISODE · Dec 3, 2020 · 32 MIN

The Customer Isn't Always Right

from Retirement Pathfinder with Barbara Lane & Phil Guske · host Barbara Lane and Phil Guske

In the retail world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s advice? Let’s talk about some statements you might hear from clients that might require you to push back because the customer isn’t always right. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Contact: http://pathfinderadvisory.com/contact/

What this episode covers

In the retail world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s advice? Let’s talk about some statements you might hear from clients that might require you to push back because the customer isn’t always right. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Contact: http://pathfinderadvisory.com/contact/

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Frequently Asked Questions

How long is this episode of Retirement Pathfinder with Barbara Lane & Phil Guske?

This episode is 32 minutes long.

When was this Retirement Pathfinder with Barbara Lane & Phil Guske episode published?

This episode was published on December 3, 2020.

What is this episode about?

In the retail world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your...

Can I download this Retirement Pathfinder with Barbara Lane & Phil Guske episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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